Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Us Broad M (SCHB)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Broad M (SCHB) during Q1 2022. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US BROAD M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.94KNew |
$194K - $224K
|
3.94K
$91.7K
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.88K+ 58.06% |
$191K - $220K
|
10.6K
$245K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.78K+ 100.0% |
$186K - $215K
|
7.56K
$176K
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.76KNew |
$185K - $214K
|
3.76K
$87.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.75K+ 75.22% |
$184K - $213K
|
8.74K
$203K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.7K+ 100.0% |
$182K - $210K
|
7.39K
$172K
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.69K+ 92.39% |
$181K - $210K
|
7.69K
$179K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.69K+ 82.38% |
$181K - $210K
|
8.17K
$190K
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.67K+ 107.74% |
$181K - $209K
|
7.08K
$165K
|
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
BUY
|
- |
3.67K+ 97.95% |
$180K - $209K
|
7.42K
$173K
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.67K+ 104.23% |
$180K - $209K
|
7.19K
$167K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.65K+ 97.38% |
$179K - $207K
|
7.39K
$172K
|
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.61K+ 203.49% |
$177K - $205K
|
5.38K
$125K
|
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
3.58K+ 100.0% |
$176K - $204K
|
7.16K
$167K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.53K+ 104.84% |
$173K - $201K
|
6.89K
$160K
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
3.52K+ 100.11% |
$173K - $200K
|
7.03K
$163K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.46K+ 92.46% |
$170K - $197K
|
7.2K
$167K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.36K+ 100.0% |
$165K - $191K
|
6.72K
$156K
|
|
|
May 24, 2022
Q1 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
3.33K+ 100.0% |
$164K - $189K
|
6.66K
$155K
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.33K+ 99.94% |
$163K - $189K
|
6.65K
$155K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.31K+ 4.25% |
$163K - $188K
|
81.1K
$1.89M
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3.28K+ 100.18% |
$161K - $187K
|
6.56K
$152K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.23K+ 46.66% |
$159K - $183K
|
10.1K
$236K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.22K+ 100.0% |
$158K - $183K
|
6.44K
$150K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
3.17K+ 112.75% |
$156K - $180K
|
5.97K
$139K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.15K+ 100.0% |
$155K - $179K
|
6.3K
$147K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
3.13K+ 100.0% |
$154K - $178K
|
6.27K
$146K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.13K+ 100.0% |
$154K - $178K
|
6.26K
$146K
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
3.13K+ 92.48% |
$154K - $178K
|
6.5K
$151K
|
|
|
May 12, 2022
Q1 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
3.12K+ 93.97% |
$153K - $177K
|
6.43K
$150K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.08K+ 100.0% |
$151K - $175K
|
6.16K
$143K
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
3.07K+ 108.96% |
$151K - $174K
|
5.88K
$137K
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
BUY
|
- |
3.05K+ 101.77% |
$150K - $174K
|
6.05K
$141K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.05K+ 100.0% |
$150K - $173K
|
6.1K
$142K
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
3.04K+ 99.97% |
$149K - $173K
|
6.08K
$141K
|
|
|
Oct 25, 2024
Q1 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
3.03K+ 100.6% |
$149K - $172K
|
6.05K
$141K
|
|
|
May 13, 2022
Q1 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.01K+ 100.0% |
$148K - $171K
|
6.03K
$140K
|
|
|
Apr 14, 2022
Q1 2022
|
Jacobs & CO
|
BUY
|
- |
3.01K+ 100.0% |
$148K - $171K
|
6.02K
$140K
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
3.01K+ 41.77% |
$148K - $171K
|
10.2K
$237K
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3K+ 100.0% |
$147K - $171K
|
6K
$140K
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3K+ 100.74% |
$147K - $170K
|
5.97K
$139K
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3K+ 100.0% |
$147K - $170K
|
5.99K
$139K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.95K+ 125.49% |
$145K - $168K
|
5.31K
$123K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.95K+ 100.41% |
$145K - $168K
|
5.89K
$137K
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.94K+ 99.93% |
$145K - $167K
|
5.89K
$137K
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.93K+ 100.0% |
$144K - $167K
|
5.87K
$136K
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
BUY
|
- |
2.92K+ 93.83% |
$143K - $166K
|
6.03K
$140K
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.92K+ 100.0% |
$143K - $166K
|
5.83K
$136K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.89K+ 100.42% |
$142K - $164K
|
5.77K
$134K
|
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
2.89K+ 100.0% |
$142K - $164K
|
5.77K
$134K
|